Inside Sales/ Account Executive

Community Savings; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Community Savings is seeking an Inside Account Executive to generate new business with mortgage brokers and lending partners in the Charlotte area. You will manage a robust pipeline, onboard partners, and drive loan production while ensuring compliance and high service standards.

The role requires 3+ years in mortgage lending or a related sales field, strong negotiation and presentation skills, and a client-focused, consultative approach to grow market share.

Qualifications

• 3+ years of experience in mortgage lending (wholesale preferred) or a similar sales role within the finance industry.
• Strong sales and relationship-building skills with a consultative approach.
• Excellent communication, negotiation, and presentation abilities.
• Familiarity with wholesale lending products, rate sheets, and mortgage underwriting processes.

Responsibilities

• Make a minimum of 65 outbound calls daily to generate sales leads and cultivate new broker relationships.
• Identify, pursue, and onboard new broker and correspondent partners to increase market penetration and drive loan production.
• Achieve monthly, quarterly, and annual sales targets by managing a robust pipeline of loans from origination through closing.
• Ensure all partner activities comply with industry regulations, company policies, and ethical standards.
• Maintain an in-depth understanding of the company’s products, pricing, and underwriting guidelines, as well as competitor offerings and market trends.

Skills

Mortgage lending

Sales

Communication

Relationship-building

CRM

Negotiation

Presentation

Tools

CRM software

MS Office

Job description

Description

The Wholesale Inside Account Executive (AE) is responsible for generating new business and maintaining relationships with mortgage brokers, correspondents, and other lending partners. This role requires proactive sales outreach, industry expertise, and a commitment to delivering exceptional customer service to expand market share and achieve production goals. The Inside AE will play a key role in promoting products, supporting clients throughout the lending process, and providing market insights to ensure competitive positioning.

Duties And Responsibilities

• Make a minimum of 65 outbound calls daily to generate sales leads and cultivate new broker relationships.
• Identify, pursue, and onboard new broker and correspondent partners to increase market penetration and drive loan production.
• Achieve monthly, quarterly, and annual sales targets by managing a robust pipeline of loans from origination through closing.
• Ensure all partner activities comply with industry regulations, company policies, and ethical standards.
• Maintain an in-depth understanding of the company’s products, pricing, and underwriting guidelines, as well as competitor offerings and market trends.

Requirements

• 3+ years of experience in mortgage lending (wholesale preferred) or a similar sales role within the finance industry.
• Strong sales and relationship-building skills with a consultative approach.
• Excellent communication, negotiation, and presentation abilities.
• Familiarity with wholesale lending products, rate sheets, and mortgage underwriting processes.
• Proficiency with CRM software and MS Office Suite; experience with industry-specific platforms is a plus.